Dashboards and reporting

Start with the decision

A dashboard may show many numbers and still offer little help. Agree which decision it supports. Does revenue mean booked, invoiced or paid? Which period and reporting date apply? Definitions make information comparable.

Account information and scenarios

Built technical components connect account information, separate balance and transaction data, and scenario overviews. Business use requires rights, data sources and controls to be configured again.

A bank balance and a manually entered balance must not automatically be added together. Show the source, update time and missing information. An account-information integration is not a payment function or complete accounting system.

From number to source

Staff may need deadlines and open tasks. Management may follow capacity, lead time or financial development. Where appropriate, a figure leads to its underlying records. Old and missing sources remain visible.

Prepare scenarios

A technical example combines synthetic daily history, weather context and capacity into a scenario. A separate backtest evaluates a model on synthetic data. This does not prove profit or forecasting accuracy in real businesses. Relevant historical data and evaluation are needed.